Investment adviser representative · Livingston Financial Planning, Inc.
George M. Livingston III
CRD 4763249 · Santa Rosa Beach, FL
At a glance
George M. Livingston III is an investment adviser representative with Livingston Financial Planning, Inc. in Santa Rosa Beach, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on George’s SEC record dates to 2003, about 23 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Livingston Financial Planning, Inc.Since April 2003Santa Rosa Beach, FL · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2003 (23 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
George’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Livingston Financial Planning, Inc.
- James M. LivingstonSanta Rosa Beach
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